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Writing memos




BIOINF 2202: Dental Informatics Seminar
Instructors: Titus Schleyer, Heiko Spallek
Why learn about writing memos?
• important form of corporate
  communication
• clear and concise communication of
  complex subjects
• writing style and approach applicable to
  other communications, such as email
• set yourself apart from people who cannot
  write
  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   2 of 28
Purpose of a memo
• “solve problems” by:
   – informing
   – persuading
   – refuting
   – arguing
   – analyzing
   –…
• Recipients: one person, several persons,
  one or more groups, a whole community
  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   3 of 28
General rules
• keep your audience in mind
• follow a structure (see below)
• follow an outline
• get to the point early
• revising is easier than writing perfectly the first
  time
• follow style guides and writing manuals
• budget between 20 min – 1 hr for most memos

    Center for Dental Informatics
    University of Pittsburgh School of Dental Medicine   4 of 28
Memo plan


                               }                     Header
                                                     Subject line
                                                     Opening paragraph


                                              }      Supporting details/explanation


                                                     Closing



Center for Dental Informatics
University of Pittsburgh School of Dental Medicine                                5 of 28
Header
• To:                      recipient (individuals and/or
                           groups)
• From:                    you/office (e.g. “Student Affairs”)/group
                           (e.g. “Social Committee”)
•   CC:                    more recipient(s)
•   Date:
•   use correct names/designations for recipients
•   include titles when appropriate, for all recipients
    when possible
    Center for Dental Informatics
    University of Pittsburgh School of Dental Medicine         6 of 28
Subject line
• probably the most important part of your
  memo
• summarize the intent of your memo, e.g.:
   – “Request for assistance with grant project”
   – “Consequences of recent material thefts”
• specific, concise and to the point



  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   7 of 28
Opening paragraph
• complete summary of your memo
• provide:
   – context
   – task/action/request
   – summary of the rest of the memo
• Best: put your intent into the first sentence



  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   8 of 28
Supporting details/explanation
• maintain a global structure, such as
  findings  implications  action items
• arrange facts in a logical order
• don’t provide more detail than necessary
• use bullet points where appropriate
• use correct structure bullet points (e.g. no
  standalone bullets)

  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   9 of 28
Closing
• If necessary, summarize what you want
  recipient(s) to do.
• Provide clear instructions, including
  deadlines where applicable.
• Provide further references/contact
  information when appropriate.



 Center for Dental Informatics
 University of Pittsburgh School of Dental Medicine   10 of 28
In-class exercise 1: Critique a
                  memo

Review Institutional Advancement Memo –
Version 1 for compliance with the rules just
discussed.




  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   11 of 28
Writing style
“It now appears that obligatory obfuscation is a
firm tradition within the medical profession. …
[Medical writing] is a highly skilled, calculated
attempt to confuse the reader. … A doctor feels he
might get passed over for an assistant
professorship because he wrote his papers too
clearly—because he made his ideas seem too
simple.”
                             Michael Crichton, NEJM

  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   12 of 28
More about writing style
“There are times when the more the authors
explain, the less we understand. Apes
certainly seem capably of using language to
communicate. Whether scientists are
remains doubtful.”
                    Douglas Chadwick, NYT



  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   13 of 28
Example
  Our lack of data prevented evaluation of
  state actions in targeting funds to areas in
  need of assistance.


 Because we lacked data, we could not
  evaluate whether the state had targeted
  funds to areas that needed assistance.


  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   14 of 28
Clarity: Actions
• Use subjects to name your central
  characters.
• Express their most important actions as
  verbs.




  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   15 of 28
Verb  Noun = Nominalization
Examples:
discover                               discovery
resist                                 resistance
different                              difference
proficient                             proficiency

Nominalization makes for a noun-heavy writing
style that is complex and hard to understand.

  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   16 of 28
How to fix it
• Diagnosis
• Analysis
• Revision
 (J. Williams, Style, p. 54, 55)




 Center for Dental Informatics
 University of Pittsburgh School of Dental Medicine   17 of 28
Please fix:
  The agency conducted an investigation into
  the matter.
 The agency investigated the matter.
  There was first a review of the evolution of
  the dorsal fin.
 First, she reviewed how the dorsal fin
  evolved.

   Center for Dental Informatics
   University of Pittsburgh School of Dental Medicine   18 of 28
Use characters as your subjects
• A character is whatever entity you can tell
  a story about, such as:
   – you
   – the school
   – the Executive Committee
   – the Democratic party
   – freedom of speech
   – health care costs

  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   19 of 28
Active vs. passive voice

Choose the passive voice when you don’t
know who did it, your readers don’t care
who did it, or you don’t want them to know
who did it.




  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   20 of 28
Example
 Those who are found guilty can be fined.

 Once the design was publicized, it was
  widely adopted.




  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   21 of 28
A style that seems complex …
•
 may be necessary to express complex
  ideas precisely.
• may gratuitously complicate already
  complex ideas.
• may gratuitously complex simple ideas.




  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   22 of 28
Cohesion
• Move from old information to new.
• Arrange topics in a logical order.
• Start sentences with ideas that you have
  already described, or with something you
  can safely assume the reader already
  knows.
• Keep your topics short and reasonably
  consistent.
  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   23 of 28
Syntactic complexity
• In general, readers best comprehend long
  complex units after they have read a
  relatively short and clear subject+verb
  sequence.
• Place technical terms new to the reader
  not at the beginning, but towards the end
  of the sentence.


  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   24 of 28
Example
  To help in the efforts of ABCO, Inc., to develop
  medical policies in regard to coverage of
  employees engaged in high-risk activities, Dr.
  Jones has served as a medical consultant.

 Dr. Jones has served as a medical consultant to
   help ABCO, Inc., develop medical policies in
   regard to coverage of employees engaged in
   high-risk activities.

   Center for Dental Informatics
   University of Pittsburgh School of Dental Medicine   25 of 28
Clarity, grace and concision
• Delete words that mean little or nothing.
• Delete words that repeat other words.
• Delete words whose meaning the reader
  can infer from other words.
• Replace a phrase with a word.
• Change unnecessary negatives to
  affirmatives.

  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   26 of 28
Homework

Rewrite Institutional Advancement Memo –
Version 2 for compliance with the guidelines
discussed in the lecture.




  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   27 of 28
Resources
• Williams, J. Style: Ten Lessons in Clarity and
  Grace (7th Ed.), Longman, New York, 2002
• Pitt style guide:
  www.umc.pitt.edu/umc/styleguide/contents.html
• Merriam Webster’s Manual for Writers and
  Editors, Merriam-Webster, Inc., Springfield, MA
  1998
• Siegal, AM and Connolly, W. The New York
  Times Manual of Style and Usage, Random
  House, New York, 1999

  Center for Dental Informatics
  University of Pittsburgh School of Dental Medicine   28 of 28

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Writing memos

  • 1. Writing memos BIOINF 2202: Dental Informatics Seminar Instructors: Titus Schleyer, Heiko Spallek
  • 2. Why learn about writing memos? • important form of corporate communication • clear and concise communication of complex subjects • writing style and approach applicable to other communications, such as email • set yourself apart from people who cannot write Center for Dental Informatics University of Pittsburgh School of Dental Medicine 2 of 28
  • 3. Purpose of a memo • “solve problems” by: – informing – persuading – refuting – arguing – analyzing –… • Recipients: one person, several persons, one or more groups, a whole community Center for Dental Informatics University of Pittsburgh School of Dental Medicine 3 of 28
  • 4. General rules • keep your audience in mind • follow a structure (see below) • follow an outline • get to the point early • revising is easier than writing perfectly the first time • follow style guides and writing manuals • budget between 20 min – 1 hr for most memos Center for Dental Informatics University of Pittsburgh School of Dental Medicine 4 of 28
  • 5. Memo plan } Header Subject line Opening paragraph } Supporting details/explanation Closing Center for Dental Informatics University of Pittsburgh School of Dental Medicine 5 of 28
  • 6. Header • To: recipient (individuals and/or groups) • From: you/office (e.g. “Student Affairs”)/group (e.g. “Social Committee”) • CC: more recipient(s) • Date: • use correct names/designations for recipients • include titles when appropriate, for all recipients when possible Center for Dental Informatics University of Pittsburgh School of Dental Medicine 6 of 28
  • 7. Subject line • probably the most important part of your memo • summarize the intent of your memo, e.g.: – “Request for assistance with grant project” – “Consequences of recent material thefts” • specific, concise and to the point Center for Dental Informatics University of Pittsburgh School of Dental Medicine 7 of 28
  • 8. Opening paragraph • complete summary of your memo • provide: – context – task/action/request – summary of the rest of the memo • Best: put your intent into the first sentence Center for Dental Informatics University of Pittsburgh School of Dental Medicine 8 of 28
  • 9. Supporting details/explanation • maintain a global structure, such as findings  implications  action items • arrange facts in a logical order • don’t provide more detail than necessary • use bullet points where appropriate • use correct structure bullet points (e.g. no standalone bullets) Center for Dental Informatics University of Pittsburgh School of Dental Medicine 9 of 28
  • 10. Closing • If necessary, summarize what you want recipient(s) to do. • Provide clear instructions, including deadlines where applicable. • Provide further references/contact information when appropriate. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 10 of 28
  • 11. In-class exercise 1: Critique a memo Review Institutional Advancement Memo – Version 1 for compliance with the rules just discussed. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 11 of 28
  • 12. Writing style “It now appears that obligatory obfuscation is a firm tradition within the medical profession. … [Medical writing] is a highly skilled, calculated attempt to confuse the reader. … A doctor feels he might get passed over for an assistant professorship because he wrote his papers too clearly—because he made his ideas seem too simple.” Michael Crichton, NEJM Center for Dental Informatics University of Pittsburgh School of Dental Medicine 12 of 28
  • 13. More about writing style “There are times when the more the authors explain, the less we understand. Apes certainly seem capably of using language to communicate. Whether scientists are remains doubtful.” Douglas Chadwick, NYT Center for Dental Informatics University of Pittsburgh School of Dental Medicine 13 of 28
  • 14. Example Our lack of data prevented evaluation of state actions in targeting funds to areas in need of assistance.  Because we lacked data, we could not evaluate whether the state had targeted funds to areas that needed assistance. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 14 of 28
  • 15. Clarity: Actions • Use subjects to name your central characters. • Express their most important actions as verbs. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 15 of 28
  • 16. Verb  Noun = Nominalization Examples: discover  discovery resist  resistance different  difference proficient  proficiency Nominalization makes for a noun-heavy writing style that is complex and hard to understand. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 16 of 28
  • 17. How to fix it • Diagnosis • Analysis • Revision (J. Williams, Style, p. 54, 55) Center for Dental Informatics University of Pittsburgh School of Dental Medicine 17 of 28
  • 18. Please fix: The agency conducted an investigation into the matter.  The agency investigated the matter. There was first a review of the evolution of the dorsal fin.  First, she reviewed how the dorsal fin evolved. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 18 of 28
  • 19. Use characters as your subjects • A character is whatever entity you can tell a story about, such as: – you – the school – the Executive Committee – the Democratic party – freedom of speech – health care costs Center for Dental Informatics University of Pittsburgh School of Dental Medicine 19 of 28
  • 20. Active vs. passive voice Choose the passive voice when you don’t know who did it, your readers don’t care who did it, or you don’t want them to know who did it. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 20 of 28
  • 21. Example  Those who are found guilty can be fined.  Once the design was publicized, it was widely adopted. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 21 of 28
  • 22. A style that seems complex … •  may be necessary to express complex ideas precisely. • may gratuitously complicate already complex ideas. • may gratuitously complex simple ideas. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 22 of 28
  • 23. Cohesion • Move from old information to new. • Arrange topics in a logical order. • Start sentences with ideas that you have already described, or with something you can safely assume the reader already knows. • Keep your topics short and reasonably consistent. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 23 of 28
  • 24. Syntactic complexity • In general, readers best comprehend long complex units after they have read a relatively short and clear subject+verb sequence. • Place technical terms new to the reader not at the beginning, but towards the end of the sentence. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 24 of 28
  • 25. Example To help in the efforts of ABCO, Inc., to develop medical policies in regard to coverage of employees engaged in high-risk activities, Dr. Jones has served as a medical consultant.  Dr. Jones has served as a medical consultant to help ABCO, Inc., develop medical policies in regard to coverage of employees engaged in high-risk activities. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 25 of 28
  • 26. Clarity, grace and concision • Delete words that mean little or nothing. • Delete words that repeat other words. • Delete words whose meaning the reader can infer from other words. • Replace a phrase with a word. • Change unnecessary negatives to affirmatives. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 26 of 28
  • 27. Homework Rewrite Institutional Advancement Memo – Version 2 for compliance with the guidelines discussed in the lecture. Center for Dental Informatics University of Pittsburgh School of Dental Medicine 27 of 28
  • 28. Resources • Williams, J. Style: Ten Lessons in Clarity and Grace (7th Ed.), Longman, New York, 2002 • Pitt style guide: www.umc.pitt.edu/umc/styleguide/contents.html • Merriam Webster’s Manual for Writers and Editors, Merriam-Webster, Inc., Springfield, MA 1998 • Siegal, AM and Connolly, W. The New York Times Manual of Style and Usage, Random House, New York, 1999 Center for Dental Informatics University of Pittsburgh School of Dental Medicine 28 of 28